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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $7,173 | $92,684-92.3% | $82,706-91.3% | $134,509-94.7% |
| Participation rate | 33.3% | 75.2%-41.9pp | 72.6%-39.2pp | 81.2%-47.9pp |
| Annual return | -23.77% | 945.84%-969.6pp | 701.76%-725.5pp | 418.13%-441.9pp |
| Employer contribution / active EE | $486 | $3,272-85.1% | $3,007-83.8% | $4,741-89.7% |
| Participant deferral / active EE | $989 | $4,800-79.4% | $4,394-77.5% | $6,400-84.5% |
| Admin fee / account holder | $591 | $5,982-90.1% | $5,329-88.9% | $11,427-94.8% |